VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 722 filers reported holding VANGUARD INDEX FDS in Q1 2018. The put-call ratio across all filers is 0.70 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $242,075,608 | -1.5% | 888,971 | +2.4% | 0.20% | +0.5% |
Q2 2023 | $245,749,891 | +19.1% | 868,497 | +4.9% | 0.20% | +12.8% |
Q1 2023 | $206,424,453 | +8.9% | 827,662 | -6.9% | 0.18% | +2.9% |
Q4 2022 | $189,532,775 | +14.7% | 889,324 | +15.1% | 0.17% | +4.2% |
Q3 2022 | $165,282,000 | -2.8% | 772,517 | +1.3% | 0.17% | +0.6% |
Q2 2022 | $170,062,000 | -14.3% | 762,979 | +10.5% | 0.17% | -0.6% |
Q1 2022 | $198,498,000 | -13.5% | 690,174 | -3.5% | 0.17% | -9.7% |
Q4 2021 | $229,555,000 | +11.4% | 715,336 | +0.8% | 0.18% | 0.0% |
Q3 2021 | $206,012,000 | +5.1% | 709,963 | +3.9% | 0.18% | +3.9% |
Q2 2021 | $195,997,000 | +12.0% | 683,358 | +0.4% | 0.18% | +0.6% |
Q1 2021 | $174,997,000 | -5.9% | 680,806 | -7.2% | 0.18% | -13.2% |
Q4 2020 | $185,888,000 | +19.2% | 733,737 | +7.1% | 0.20% | +4.6% |
Q3 2020 | $155,966,000 | +8.7% | 685,222 | -3.5% | 0.20% | +1.6% |
Q2 2020 | $143,476,000 | +20.7% | 709,961 | -6.4% | 0.19% | +1.6% |
Q1 2020 | $118,911,000 | -13.2% | 758,889 | +0.9% | 0.19% | +8.6% |
Q4 2019 | $137,030,000 | +11.3% | 752,206 | +1.6% | 0.17% | +1.2% |
Q3 2019 | $123,087,000 | +16.3% | 740,235 | +14.2% | 0.17% | +12.4% |
Q2 2019 | $105,862,000 | +23.4% | 647,914 | +18.1% | 0.15% | +17.7% |
Q1 2019 | $85,796,000 | +19.3% | 548,500 | +2.5% | 0.13% | +4.0% |
Q4 2018 | $71,913,000 | -16.2% | 535,346 | +0.5% | 0.12% | -6.0% |
Q3 2018 | $85,797,000 | +20.6% | 532,765 | +12.2% | 0.13% | +10.8% |
Q2 2018 | $71,159,000 | +8.1% | 474,986 | +2.4% | 0.12% | +1.7% |
Q1 2018 | $65,836,000 | -3.5% | 464,026 | -4.3% | 0.12% | -5.6% |
Q4 2017 | $68,189,000 | +4.6% | 484,809 | -1.3% | 0.12% | -4.6% |
Q3 2017 | $65,201,000 | +11.2% | 491,150 | +6.4% | 0.13% | +3.1% |
Q2 2017 | $58,643,000 | +13.1% | 461,604 | +8.3% | 0.13% | +5.8% |
Q1 2017 | $51,841,000 | +11.3% | 426,108 | +2.0% | 0.12% | +0.8% |
Q4 2016 | $46,578,000 | +8.9% | 417,817 | +9.7% | 0.12% | +1.7% |
Q3 2016 | $42,775,000 | +21.8% | 380,927 | +16.3% | 0.12% | +6.4% |
Q2 2016 | $35,117,000 | +3.5% | 327,585 | +2.8% | 0.11% | -4.3% |
Q1 2016 | $33,924,000 | +6.0% | 318,683 | +5.9% | 0.12% | 0.0% |
Q4 2015 | $32,018,000 | +11.1% | 300,952 | +4.8% | 0.12% | -2.5% |
Q3 2015 | $28,812,000 | +16.3% | 287,284 | +24.2% | 0.12% | +24.2% |
Q2 2015 | $24,765,000 | +4.7% | 231,340 | +2.3% | 0.10% | -8.7% |
Q1 2015 | $23,654,000 | -9.3% | 226,113 | -9.5% | 0.10% | -18.1% |
Q4 2014 | $26,082,000 | +15.3% | 249,849 | +10.1% | 0.13% | -2.3% |
Q3 2014 | $22,612,000 | +3.2% | 226,870 | +2.4% | 0.13% | -3.7% |
Q2 2014 | $21,918,000 | +4.4% | 221,615 | -1.3% | 0.14% | -6.2% |
Q1 2014 | $20,997,000 | +1.4% | 224,615 | +1.0% | 0.14% | -7.1% |
Q4 2013 | $20,697,000 | +10.5% | 222,434 | +0.5% | 0.16% | -4.3% |
Q3 2013 | $18,726,000 | +22.7% | 221,326 | +13.3% | 0.16% | +12.5% |
Q2 2013 | $15,264,000 | – | 195,323 | – | 0.14% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Merit Financial Group, LLC | 1,115,282 | $323,621,000 | 33.87% |
Jentner Corp | 152,879 | $44,361,000 | 30.28% |
Peninsula Wealth, LLC | 254,681 | $73,901,000 | 23.46% |
Mosaic Family Wealth, LLC | 265,135 | $76,934,000 | 21.31% |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 153,754 | $44,614,000 | 20.36% |
TL Private Wealth | 116,678 | $36,099,000 | 19.73% |
Benchmark Wealth Management, LLC | 92,271 | $26,774,000 | 18.82% |
Corrigan Financial, Inc. | 209,121 | $60,680,576 | 18.55% |
Avory & Company, LLC | 101,636 | $29,492,000 | 18.22% |
Dougherty Wealth Advisers LLC | 40,132 | $11,645,000 | 17.33% |